Morgan Stanley
MS- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
近 90 天，Morgan Stanley 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 2,746 家機構在 13F 申報持有，市值合計 $2,817 億；維京全球投資和索羅斯基金管理兩位大師持有。
2024 年第 3 季 13F 持有人
Morgan Stanley 在 2024/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,875
- 較 2024 年第 2 季 +69 家
- 持有股數
- 13.5 億
- 較 2024 年第 2 季 +8,805 萬 (+7.0%)
- 總市值
- $1,411 億
- 較 2024 年第 2 季 +$182.4 億 (+14.8%)
- 新進機構
- 177
- 另有 764 家加碼
- 清倉機構
- 108
- 另有 660 家減碼
另有 23 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,746 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,180 億 |
| 2025 年第 4 季 | 2,533 | $2,394 億 |
| 2025 年第 3 季 | 2,266 | $2,119 億 |
| 2025 年第 2 季 | 2,209 | $1,906 億 |
| 2025 年第 1 季 | 2,104 | $1,591 億 |
| 2024 年第 4 季 | 2,118 | $1,709 億 |
| 2024 年第 3 季 | 1,875 | $1,411 億 |
| 2024 年第 2 季 | 1,829 | $1,312 億 |
| 2024 年第 1 季 | 1,799 | $1,278 億 |
| 2023 年第 4 季 | 1,761 | $1,283 億 |
| 2023 年第 3 季 | 1,671 | $1,127 億 |
| 2023 年第 2 季 | 1,689 | $1,187 億 |
| 2023 年第 1 季 | 1,674 | $1,241 億 |
| 2022 年第 4 季 | 1,682 | $1,202 億 |
| 2022 年第 3 季 | 1,586 | $1,127 億 |
| 2022 年第 2 季 | 1,607 | $1,096 億 |
| 2022 年第 1 季 | 1,673 | $1,291 億 |
| 2021 年第 4 季 | 1,716 | $1,469 億 |
| 2021 年第 3 季 | 1,592 | $1,488 億 |
| 2021 年第 2 季 | 1,550 | $1,437 億 |
| 2021 年第 1 季 | 1,516 | $1,237 億 |
2024 年第 3 季持有機構
每家機構持有 Morgan Stanley 的股數、市值與佔組合比重；股數變化跟 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 11,411 | $119.0 萬 | 0.49% | −74−0.6% | 減碼 |
| Magnus Financial Group LLC | 11,439 | $119.2 萬 | 0.12% | +1,487+14.9% | 加碼 |
| Spire Wealth Management | 11,447 | $119.3 萬 | 0.04% | +68+0.6% | 加碼 |
| GTS Securities LLC | 11,559 | $120.5 萬 | 0.02% | −29,017−71.5% | 減碼 |
| Brighton Jones LLC | 11,597 | $120.9 萬 | 0.05% | +216+1.9% | 加碼 |
| Parsons Capital Management Inc | 11,633 | $121.3 萬 | 0.08% | +340+3.0% | 加碼 |
| Principle Wealth Partners LLC | 11,674 | $121.7 萬 | 0.09% | +30+0.3% | 加碼 |
| Camarda Financial Advisors, LLC | 11,744 | $122.4 萬 | 0.46% | +11,744 | 新進 |
| Delta Asset Management LLC | 11,827 | $123.3 萬 | 0.11% | −75−0.6% | 減碼 |
| Diversify Advisory Services, LLC | 10,477 | $124.0 萬 | 0.07% | +65+0.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 11,895 | $124.0 萬 | 0.08% | +108+0.9% | 加碼 |
| Longfellow Investment Management Co LLC | 11,945 | $124.5 萬 | 0.31% | +72+0.6% | 加碼 |
| AlTi Global, Inc. | 11,960 | $124.7 萬 | 0.03% | −45,427−79.2% | 減碼 |
| Rossmore Private Capital | 11,968 | $124.8 萬 | 0.15% | +2,110+21.4% | 加碼 |
| Lee Financial Co | 11,976 | $124.8 萬 | 0.18% | +1,342+12.6% | 加碼 |
| Parkside Investments, LLC | 12,000 | $125.1 萬 | 0.19% | +2,000+20.0% | 加碼 |
| Cigna Investments Inc | 12,060 | $125.7 萬 | 0.22% | −165−1.3% | 減碼 |
| Independence Bank of Kentucky | 12,099 | $126.1 萬 | 0.27% | +8,114+203.6% | 加碼 |
| Convergence Investment Partners, LLC | 12,117 | $126.3 萬 | 0.34% | −245−2.0% | 減碼 |
| Crestwood Advisors Group LLC | 12,151 | $126.7 萬 | 0.02% | −1,380−10.2% | 減碼 |
| Quent Capital, LLC | 12,218 | $127.3 萬 | 0.13% | −141−1.1% | 減碼 |
| Compton Wealth Advisory Group, LLC | 12,251 | $127.7 萬 | 0.32% | +699+6.1% | 加碼 |
| Lansing Street Advisors | 12,284 | $128.0 萬 | 0.47% | +103+0.8% | 加碼 |
| Viewpoint Capital Management LLC | 12,319 | $128.3 萬 | 0.72% | 00.0% | 不變 |
| Vanguard Capital Wealth Advisors | 12,336 | $128.6 萬 | 1.35% | −3,386−21.5% | 減碼 |
| Chemung Canal Trust Co | 12,357 | $128.8 萬 | 0.26% | −3,174−20.4% | 減碼 |
| Bard Financial Services, Inc. | 12,430 | $129.6 萬 | 0.15% | −1,875−13.1% | 減碼 |
| Wright Investors Service Inc | 12,538 | $130.7 萬 | 0.34% | −5,030−28.6% | 減碼 |
| AIA Group Ltd | 12,554 | $130.9 萬 | 0.03% | −5,856−31.8% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $131.3 萬 | 0.39% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 12,629 | $131.6 萬 | 0.20% | +12,629 | 新進 |
| LVW Advisors, LLC | 12,654 | $131.9 萬 | 0.17% | −2,361−15.7% | 減碼 |
| Greenwich Wealth Management LLC | 12,667 | $132.0 萬 | 0.09% | −118,400−90.3% | 減碼 |
| Clarius Group, LLC | 12,736 | $132.4 萬 | 0.09% | −145−1.1% | 減碼 |
| Panagora Asset Management Inc | 12,709 | $132.5 萬 | 0.01% | −8−0.1% | 減碼 |
| Evoke Wealth, LLC | 12,761 | $133.0 萬 | 0.04% | +12,761 | 新進 |
| Atomi Financial Group, Inc. | 12,893 | $134.4 萬 | 0.08% | +107+0.8% | 加碼 |
| Andra AP-fonden | 12,911 | $134.6 萬 | 0.02% | +12,911 | 新進 |
| Autumn Glory Partners, LLC | 12,912 | $134.6 萬 | 0.52% | +8,377+184.7% | 加碼 |
| TLWM | 13,031 | $135.8 萬 | 0.28% | −240−1.8% | 減碼 |
| Umpqua Bank | 13,039 | $135.9 萬 | 0.50% | +346+2.7% | 加碼 |
| Hartford Funds Management Co LLC | 13,102 | $136.6 萬 | 0.13% | −926−6.6% | 減碼 |
| Summit Global Investments | 13,101 | $136.6 萬 | 0.09% | +8,637+193.5% | 加碼 |
| Meridian Wealth Management, LLC | 13,158 | $137.2 萬 | 0.07% | +13,158 | 新進 |
| Avestar Capital, LLC | 13,210 | $137.7 萬 | 0.15% | +451+3.5% | 加碼 |
| Long Run Wealth Advisors, LLC | 13,279 | $138.4 萬 | 0.33% | −158−1.2% | 減碼 |
| Graham Capital Management, L.P. | 13,280 | $138.4 萬 | 0.05% | +6,812+105.3% | 加碼 |
| Quadrant Capital Group LLC | 13,344 | $139.1 萬 | 0.10% | +86+0.6% | 加碼 |
| Interchange Capital Partners, LLC | 13,387 | $139.6 萬 | 0.50% | −198−1.5% | 減碼 |
| Independent Financial Group, LLC | 13,423 | $139.9 萬 | 0.05% | +997+8.0% | 加碼 |
| J. Safra Sarasin Holding AG | 13,491 | $140.6 萬 | 0.02% | −4,977−26.9% | 減碼 |
| Systematic Financial Management LP | 13,500 | $140.7 萬 | 0.04% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 13,505 | $140.8 萬 | 0.06% | +281+2.1% | 加碼 |
| LS Investment Advisors, LLC | 13,525 | $141.0 萬 | 0.21% | +7,875+139.4% | 加碼 |
| Parkside Financial Bank & Trust | 13,568 | $141.4 萬 | 0.20% | +219+1.6% | 加碼 |
| AE Wealth Management LLC | 13,576 | $141.5 萬 | 0.01% | +2,334+20.8% | 加碼 |
| Trust Co of Vermont | 13,579 | $141.5 萬 | 0.07% | +1,387+11.4% | 加碼 |
| Penobscot Investment Management Company, Inc. | 13,614 | $141.9 萬 | 0.13% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 13,649 | $142.3 萬 | 0.05% | −1,345−9.0% | 減碼 |
| Excalibur Management Corp | 13,936 | $145.3 萬 | 0.55% | −177−1.3% | 減碼 |
| Garner Asset Management Corp | 13,937 | $145.3 萬 | 0.67% | +234+1.7% | 加碼 |
| Krilogy Financial LLC | 13,946 | $145.4 萬 | 0.10% | +111+0.8% | 加碼 |
| Lakeview Capital Partners, LLC | 14,074 | $146.7 萬 | 0.23% | −5,400−27.7% | 減碼 |
| Northwest Bancshares, Inc. | 14,099 | $147.0 萬 | 0.25% | +10,995+354.2% | 加碼 |
| Ronald Blue Trust, Inc. | 15,134 | $147.1 萬 | 0.02% | +6,373+72.7% | 加碼 |
| Global Retirement Partners, LLC | 14,117 | $147.2 萬 | 0.04% | +1,063+8.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 14,120 | $147.2 萬 | 0.14% | +391+2.8% | 加碼 |
| Tocqueville Asset Management L.P. | 14,140 | $147.4 萬 | 0.02% | −485−3.3% | 減碼 |
| Concord Asset Management, LLC | 14,146 | $147.5 萬 | 0.33% | +1,028+7.8% | 加碼 |
| Diligent Investors, LLC | 14,151 | $147.5 萬 | 0.34% | −21−0.1% | 減碼 |
| Charter Oak Capital Management, LLC | 14,217 | $148.2 萬 | 0.14% | +14,217 | 新進 |
| Norden Group LLC | 14,249 | $148.5 萬 | 0.18% | +6,943+95.0% | 加碼 |
| Kingswood Wealth Advisors, LLC | 14,258 | $148.6 萬 | 0.11% | +3,743+35.6% | 加碼 |
| AMG National Trust Bank | 14,272 | $148.8 萬 | 0.04% | −1,451−9.2% | 減碼 |
| Great Diamond Partners, LLC | 14,335 | $149.4 萬 | 0.38% | −2,726−16.0% | 減碼 |
| Concord Wealth Partners | 14,357 | $149.7 萬 | 0.25% | +785+5.8% | 加碼 |
| Central Pacific Bank - Trust Division | 14,414 | $150.3 萬 | 0.19% | +308+2.2% | 加碼 |
| Qtron Investments LLC | 14,581 | $152.0 萬 | 0.21% | +3,412+30.5% | 加碼 |
| NewEdge Wealth, LLC | 14,604 | $152.2 萬 | 0.03% | +3,420+30.6% | 加碼 |
| Courier Capital LLC | 14,622 | $152.4 萬 | 0.10% | −550−3.6% | 減碼 |
| Procyon Private Wealth Partners, LLC | 14,690 | $153.1 萬 | 0.11% | +1,803+14.0% | 加碼 |
| Aft, Forsyth & Sober, LLC | 14,700 | $153.2 萬 | 0.50% | 00.0% | 不變 |
| Capital Markets Trading UK LLP | 14,704 | $153.3 萬 | 1.42% | −4,890−25.0% | 減碼 |
| Wilkins Investment Counsel Inc | 14,714 | $153.4 萬 | 0.21% | 00.0% | 不變 |
| Delphi Management Inc | 14,762 | $153.9 萬 | 1.40% | −3,314−18.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,779 | $154.1 萬 | 0.04% | +1,334+9.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 14,849 | $154.8 萬 | 0.05% | −184−1.2% | 減碼 |
| Somerset Trust Co | 14,919 | $155.5 萬 | 0.58% | −109−0.7% | 減碼 |
| Dempze Nancy E | 15,000 | $156.4 萬 | 0.87% | +15,000 | 新進 |
| OmniStar Financial Group, Inc. | 14,958 | $156.4 萬 | 1.17% | +14,958 | 新進 |
| NVWM, LLC | 15,031 | $156.7 萬 | 0.40% | +215+1.5% | 加碼 |
| Pensionmark Financial Group, LLC | 15,063 | $157.0 萬 | 0.05% | +4,674+45.0% | 加碼 |
| Foster & Motley Inc | 15,132 | $157.7 萬 | 0.10% | −928−5.8% | 減碼 |
| Chesapeake Wealth Management | 15,160 | $158.0 萬 | 0.54% | −302−2.0% | 減碼 |
| Berkeley Capital Partners, LLC | 15,191 | $158.4 萬 | 0.45% | +1,346+9.7% | 加碼 |
| NBT Bank N A | 15,287 | $159.4 萬 | 0.11% | −150−1.0% | 減碼 |
| Trust Asset Management LLC | 15,287 | $159.4 萬 | 0.13% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 15,302 | $159.5 萬 | 0.52% | 00.0% | 不變 |
| White Pine Capital LLC | 15,357 | $160.1 萬 | 0.55% | −75−0.5% | 減碼 |
| Mystic Asset Management, Inc. | 15,471 | $161.3 萬 | 0.61% | −314−2.0% | 減碼 |